0001580642-24-002188.txt : 20240418 0001580642-24-002188.hdr.sgml : 20240418 20240418121030 ACCESSION NUMBER: 0001580642-24-002188 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: O'Brien Wealth Partners LLC CENTRAL INDEX KEY: 0001689874 ORGANIZATION NAME: IRS NUMBER: 943459510 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17558 FILM NUMBER: 24853533 BUSINESS ADDRESS: STREET 1: 51 SAWYER RD. STREET 2: SUITE 600 CITY: WALTHAM STATE: MA ZIP: 02453 BUSINESS PHONE: 617-547-6717 MAIL ADDRESS: STREET 1: 51 SAWYER RD. STREET 2: SUITE 600 CITY: WALTHAM STATE: MA ZIP: 02453 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001689874 XXXXXXXX 03-31-2024 03-31-2024 false O'Brien Wealth Partners LLC

51 Sawyer Rd. Suite 600 Waltham MA 02453

13F HOLDINGS REPORT 028-17558 N Richard A. Davies 617-547-6717-225 /s/ Richard A. Davies Waltham MA 04-17-2024 0 66 432367030 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 86154 758 SH SOLE 758 0 0 ABBVIE INC COM 00287Y109 136211 748 SH SOLE 748 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 137258 396 SH SOLE 396 0 0 ALPHABET INC CAP STK CL A 02079K305 338536 2243 SH SOLE 2243 0 0 ALPHABET INC CAP STK CL C 02079K107 181951 1195 SH SOLE 1195 0 0 AMAZON COM INC COM 023135106 291855 1618 SH SOLE 1618 0 0 AMETEK INC COM 031100100 530044 2898 SH SOLE 2898 0 0 AMGEN INC COM 031162100 2559 9 SH SOLE 9 0 0 AMPHENOL CORP NEW CL A 032095101 1154 10 SH SOLE 10 0 0 ANALOG DEVICES INC COM 032654105 464807 2350 SH SOLE 2350 0 0 APPLE INC COM 037833100 3714076 21659 SH SOLE 21659 0 0 APPLIED MATLS INC COM 038222105 123944 601 SH SOLE 601 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 1998 8 SH SOLE 8 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 278805 663 SH SOLE 663 0 0 BROADCOM INC COM 11135F101 6627 5 SH SOLE 5 0 0 CHEVRON CORP NEW COM 166764100 169097 1072 SH SOLE 1072 0 0 COCA COLA CO COM 191216100 122158 1997 SH SOLE 1997 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 48020145 1173226 SH SOLE 1173226 0 0 DISNEY WALT CO COM 254687106 51146 418 SH SOLE 418 0 0 EATON CORP PLC SHS G29183103 938 3 SH SOLE 3 0 0 ELI LILLY & CO COM 532457108 36564 47 SH SOLE 47 0 0 EXXON MOBIL CORP COM 30231G102 167618 1442 SH SOLE 1442 0 0 HOME DEPOT INC COM 437076102 4220 11 SH SOLE 11 0 0 INTEL CORP COM 458140100 63031 1427 SH SOLE 1427 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 320580 1679 SH SOLE 1679 0 0 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 219228 1200 SH SOLE 1200 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 293749 3676 SH SOLE 3676 0 0 ISHARES TR CORE S&P500 ETF 464287200 648225 1233 SH SOLE 1233 0 0 ISHARES TR RUS 1000 ETF 464287622 453359 1574 SH SOLE 1574 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 15323511 45464 SH SOLE 45464 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 15696839 52309 SH SOLE 52309 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 851680 10190 SH SOLE 10190 0 0 ISHARES TR CORE S&P TTL STK 464287150 108718117 942915 SH SOLE 942915 0 0 ISHARES TR RUS MID CAP ETF 464287499 202321 2406 SH SOLE 2406 0 0 ISHARES TR CORE US AGGBD ET 464287226 208906 2133 SH SOLE 2133 0 0 JOHNSON & JOHNSON COM 478160104 296600 1875 SH SOLE 1875 0 0 JPMORGAN CHASE & CO COM 46625H100 208014 1039 SH SOLE 1039 0 0 LIFESTANCE HEALTH GROUP INC COM 53228F101 3318849 537901 SH SOLE 537901 0 0 MASTERCARD INCORPORATED CL A 57636Q104 56825 118 SH SOLE 118 0 0 MCDONALDS CORP COM 580135101 3008704 10671 SH SOLE 10671 0 0 MERCK & CO INC COM 58933Y105 282505 2141 SH SOLE 2141 0 0 META PLATFORMS INC CL A 30303M102 1060141 2183 SH SOLE 2183 0 0 MICROSOFT CORP COM 594918104 504443 1199 SH SOLE 1199 0 0 MORGAN STANLEY ETF TRUST CALVERT INTERNAT 61774R106 6799967 119350 SH SOLE 119350 0 0 MORGAN STANLEY ETF TRUST CALVERT US LARCP 61774R205 17565588 267635 SH SOLE 267635 0 0 NORFOLK SOUTHN CORP COM 655844108 165666 650 SH SOLE 650 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 9723394 250216 SH SOLE 250216 0 0 NVIDIA CORPORATION COM 67066G104 34335 38 SH SOLE 38 0 0 PACER FDS TR US CASH COWS 100 69374H881 43660392 751340 SH SOLE 751340 0 0 PAYCHEX INC COM 704326107 178674 1455 SH SOLE 1455 0 0 PEPSICO INC COM 713448108 92055 526 SH SOLE 526 0 0 PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF 74255Y870 18054427 351527 SH SOLE 351527 0 0 PROCTER AND GAMBLE CO COM 742718109 219141 1351 SH SOLE 1351 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 371345 1783 SH SOLE 1783 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 643376 1230 SH SOLE 1230 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 9875077 341462 SH SOLE 341462 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 33207237 1178397 SH SOLE 1178397 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 20038729 717206 SH SOLE 717206 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 2411176 39187 SH SOLE 39187 0 0 SPDR SER TR S&P DIVID ETF 78464A763 910309 6936 SH SOLE 6936 0 0 UNITEDHEALTH GROUP INC COM 91324P102 31661 64 SH SOLE 64 0 0 UPWORK INC COM 91688F104 481990 39314 SH SOLE 39314 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 43278483 166520 SH SOLE 166520 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 9203916 26740 SH SOLE 26740 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 8810739 148730 SH SOLE 148730 0 0 VISA INC COM CL A 92826C839 5861 21 SH SOLE 21 0 0